Now in Early Access

AI-Powered Financial Platform Optimization

Stop leaving performance on the table. Our AI engine analyzes your financial planning environment, flags inefficiencies across your configuration, workflows, and scripts, and delivers a prioritized action plan — automatically.

Problem
Companies invest heavily in financial platforms and underutilize them.
Solution
AI that reads your environment and tells you exactly what to fix.
Result
Faster consolidations, leaner workflows, and more platform value.
AI-Native Analysis
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Any CPM / EPM Platform
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No Manual Audits
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Actionable Reports
The Opportunity

Finance platforms are powerful. Most environments don't use them that way.

Finance teams invest heavily in CPM and EPM platforms but rarely have the internal bandwidth to continuously audit and optimize their environments. Bloated workflows, inefficient configurations, and underused features silently erode platform value every day — across OneStream, Strata, Workday Adaptive, Anaplan, and more.

73%
of financial planning environments have at least one significant performance bottleneck that goes unaddressed
$2M+
average annual spend on CPM/EPM licensing and support per mid-market enterprise
0
AI-native tools purpose-built for financial platform optimization exist today — until now
What It Does

Three capabilities that change how you manage your financial platform.

Performance Diagnostics

Automatically scans your platform configuration, workflow logic, and consolidation chains to flag bottlenecks. Get a ranked list of what's costing you the most time and why.

🧠

AI Improvement Suggestions

For every flagged issue, the AI generates a plain-English explanation and a concrete fix — whether that's restructuring a rule, simplifying a workflow, or redesigning a dimension.

📊

Auto-Generated Reports

Delivers a formatted optimization report your team can act on immediately — or share with leadership to justify system improvements and additional investment.

How It Works

From environment to action plan in four steps.

Step 01

Connect

Securely connect your financial planning environment. Read-only access — no write permissions required, ever.

Step 02

Analyze

The AI engine scans your platform structures, business rules, workflows, and consolidation logic end-to-end.

Step 03

Diagnose

Issues are ranked by performance impact, complexity to fix, and estimated time savings — so you tackle the right things first.

Step 04

Act

Receive a detailed report with specific recommendations. Implement yourself or engage AWBR to execute the fixes directly.

Pricing

Flexible plans built for finance teams of every size.

All plans include the core AI analysis engine. Higher tiers unlock deeper diagnostics, continuous monitoring, and direct consulting access.

Starter
$1,000/mo
For smaller environments that need a periodic health check.
  • Full environment scan (quarterly)
  • Performance diagnostics report
  • Up to 3 workflow structures
  • AI improvement suggestions
  • Email support
Join Waitlist
Enterprise
$10k+/mo
For large, complex environments with multiple entities and dedicated support needs.
  • Everything in Professional
  • Multi-entity / multi-environment
  • Dedicated AWBR consultant
  • Custom report templates
  • Implementation support included
  • SLA-backed response times
Join Waitlist
Early Access

Be first in line.

We're opening early access to a limited number of environments. Join the waitlist and we'll reach out personally to schedule your first analysis — at no cost.

✦ First 10 clients receive one free environment scan.